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Lindsey & Lindsey Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Lindsey & Lindsey Wealth Management is a small financial services practice based in Westlake Village, California, offering personalized financial planning and wealth-management services. The firm focuses on helping clients reach their short- and long-term financial goals by creating tailored plans that accommodate current circumstances and can grow with them. Its licensed professionals emphasize understanding clients' objectives and regularly reviewing and adjusting strategies to keep plans on track. Securities are offered through Cambridge Investment Research, Inc., a registered broker-dealer, with advisory services provided through Cooper McManus, an SEC-registered investment adviser; Lindsey & Lindsey Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated. The available information does not specify when the firm was founded.

Find Lindsey & Lindsey Wealth Management employees' phone numbers or email addresses

Lindsey & Lindsey Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Lindsey & Lindsey Wealth Management's Leadership

  • Stylized image of a person
    C. C.
    President/Owner - Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L. O.
    President/Owner - Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Administrative Assistant
    Phone icon
    Mobile Phone

Lindsey & Lindsey Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Lindsey & Lindsey Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    President/Owner - Financial Advisor
    Phone icon
    Mobile Phone
    Aug 29, 2024
  • Stylized image of a person
    C. L. O.
    President/Owner - Financial Advisor
    Phone icon
    Mobile Phone
    Feb 25, 2023
  • Stylized image of a person
    E. W.
    President
    Phone icon
    Mobile Phone
    Sep 03, 2025
  • Stylized image of a person
    S. M.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Lindsey & Lindsey Wealth Management known for?

Minus sign iconPlus sign iconLindsey & Lindsey Wealth Management was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-805-330-****
. Explore Lindsey & Lindsey Wealth Management's company overview page for more information.

What is Lindsey & Lindsey Wealth Management's most common email format?

Minus sign iconPlus sign iconLindsey & Lindsey Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lindsey & Lindsey Wealth Management email formats with LeadIQ.

How many employees does Lindsey & Lindsey Wealth Management have currently?

Minus sign iconPlus sign iconLindsey & Lindsey Wealth Management has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lindsey & Lindsey Wealth Management's key employees and leadership?

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As of July 2026, Lindsey & Lindsey Wealth Management's key employees include:

  • President/Owner - Financial Advisor: C. C.
  • President/Owner - Financial Advisor: C. L. O.
  • President: E. W.
  • Administrative Assistant: S. M.

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